Configuration

This section provides answers to frequently asked questions about RTM configuration.

Can I move a work item from the RTM space to other space?

Yes, it’s possible to move a work item from the RTM space to other space, using native Jira Move option.

However, if you transfer a work item from RTM space (A) to other RTM space (B):

• the work item will disappear from the tree and flex search in RTM space (A),
• you need to add it manually to tree in space (B).

If you move a work item from RTM space to other space (where the RTM app is disabled), work item won’t disappear from the tree structure (and flex search) automatically. You need to refresh the tree.

I have created Requirements in Jira, but they are not visible on the tree in RTM app.

Creating Requirements by using standard create work item screen in Jira makes them invisible on the tree in RTM app. This case requires an extra step.
Thanks to the Import to tree feature you can import your Requirements to the tree from work item navigator. Simply navigate to the Requirement’s tree and select Import to tree. Choose relevant work items and click Import.

As a result, your Requirements are added to the tree structure. However, as all RTM work items, they are still visible in work item navigator.

How to rename and remove folders?

RTM app allows to rename and remove folders at any time.

• To remove click on the target folder and the bin icon will activate.
  
  Note

  This action requires Delete issues permission.
• Changing the name is possible by online editing in the details section. Click on the name and start editing.
  
  Note

  This action requires Edit issues permission.

See the example below:

How to add RTM work types to space?

To add following RTM work types:

• Functional Requirement
• Non-Functional Requirement
• Business Requirement
• UI Requirement
• Test Case
• Test Plan
• Test Execution
• Defect

to the space, you need to:

1. Navigate to Space settings > Work types.
2. Click Actions > Edit work types.
   

   

3. Move RTM work types from Available Issue Types column to Issue Types for Current Scheme column.
4. Click Save.
   

   

Result

RTM work types are added to the target space.

Do I have to use RTM work types?

Your space can be based on RTM work types, or you can set your own work types for each module. It’s not mandatory to use only RTM work types.

For more detailed information, see Work types chapter.

How to add fields required by RTM app to the screen?

Steps

To add following fields to the screen:

• Fix versions
• Log Work
• Time Tracking
  
  Info

  Assignee, Labels, Components, and Priority fields must be also added to the screen. Make sure you already have them in configuration.

1. Navigate to Space settings > Screens.
2. Choose target screen scheme and click the pen icon to edit.
   
   Note

   RTM app uses create and view work items screens. Make sure to add fields to all of them.
3. Click on particular screen.
4. Add fields.
   

   

Result

Fields used in RTM app are added to the screen.

Is it possible to use custom workflows for Test-related work items? Does RTM enforce any workflow?

RTM app does not enforce any workflow. However, there are some strategies that you should consider while creating a workflow for your team.

We’ve prepared some guides to help you configure the best workflow that works for every team.